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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,440 | $138,114-94.6% | $125,391-94.1% | $134,545-94.5% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -71.64% | 750.88%-822.5pp | 572.41%-644.1pp | 418.37%-490.0pp |
| Employer contribution / active EE | $1,033 | $5,246-80.3% | $4,816-78.5% | $4,742-78.2% |
| Participant deferral / active EE | $2,686 | $7,801-65.6% | $7,448-63.9% | $6,401-58.0% |
| Admin fee / account holder | $867 | $11,570-92.5% | $10,009-91.3% | $11,431-92.4% |